Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE ADVISOR GROUP LLC | COM | 451 | $274,605 | 1,565 | 0.00 | 1,565 | +Inf | 03-31-2024 | |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 452 | $272,840 | 1,555 | 0.00 | 1,555 | +Inf | 03-31-2024 | |
CARMEL CAPITAL PARTNERS LLC | COM | 453 | $272,138 | 1,551 | 0.00 | 0.00 | 1,237 | 393.95 | 03-31-2024 |
DAVENPORT & CO LLC | COM | 454 | $271,991 | 1,550 | 0.00 | 0.00 | 33 | 2.18 | 03-31-2024 |